A look at the companies demoing live at FinovateEurope on the 6 through 9 of March 2018 in London. Pick up your tickets today and save your spot.
3rd-eyes offers the best goal-based advisory and wealth planning solution. It enables wealth managers to advise clients holistically and helps them achieve their financial goals. Wealth managers can reach clients’ goals through a holistic optimisation of their financial situation which includes non-bankable assets and suitable, belief-based portfolio construction.
Why it’s great
With its modular and easy-to-integrate solution, 3rd-eyes brings your wealth planning quality and efficiency to a new level.
Stephanie Feigt, Founder & CEO
Feight has 20+ years of experience in asset management and sustainable investing. She has experience as founder of Contrast-Capital, co-CEO and CIO of RobecoSAM, head of investment strategy at Clariden Leu, and a pensions manager at Siemens.
Marc Mettler, Partner, Head Business Development
Mettler has 18 years of transformation experience in the wealth management industry. He is former managing director, senior advisor and programme manager in the Bank Julius Bär (et al.).